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feat(api): include project health in dashboard detail

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This commit is contained in:
Hartmut Nörenberg
2026-03-31 23:36:29 +02:00
parent 703406a76b
commit 2de5a0eede
5 changed files with 235 additions and 2 deletions
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packages/api/src/__tests__/assistant-tools-dashboard-detail.test.ts
+64
View File
@@ -8,6 +8,7 @@ import {
getDashboardDemand,
getDashboardOverview,
getDashboardPeakTimes,
getDashboardProjectHealth,
getDashboardTopValueResources,
} from "./assistant-tools-dashboard-test-helpers.js";
@@ -172,6 +173,42 @@ describe("assistant dashboard tools detail aggregation", () => {
watchlist: [],
month: "2026-03",
});
vi.mocked(getDashboardProjectHealth).mockResolvedValue([
{
id: "project_1",
projectName: "Gelddruckmaschine",
shortCode: "GDM",
status: "ACTIVE",
clientId: "client_1",
clientName: "Acme",
budgetHealth: 58,
staffingHealth: 46,
timelineHealth: 61,
compositeScore: 55,
budgetUtilizationPercent: 73,
remainingBudgetCents: 88_000,
demandHeadcountTotal: 4,
demandHeadcountFilled: 2,
demandHeadcountOpen: 2,
demandRequirementCount: 2,
plannedEndDate: new Date("2026-09-30T00:00:00.000Z"),
daysUntilEndDate: 183,
timelineStatus: "DUE_SOON",
derivation: {
periodStart: "2026-01-01",
periodEnd: "2026-06-30",
calendarContextCount: 1,
holidayAwareAssignmentCount: 2,
fallbackAssignmentCount: 0,
baseSpentCents: 140_000,
adjustedSpentCents: 132_000,
publicHolidayDayEquivalent: 1,
publicHolidayCostDeductionCents: 5_000,
absenceDayEquivalent: 0.5,
absenceCostDeductionCents: 3_000,
},
},
]);
const ctx = createToolContext(
{
@@ -320,6 +357,33 @@ describe("assistant dashboard tools detail aggregation", () => {
},
},
],
projectHealth: [
{
project: "Gelddruckmaschine (GDM)",
status: "ACTIVE",
overall: 55,
rating: "at_risk",
budget: 58,
staffing: 46,
timeline: 61,
timelineStatus: "DUE_SOON",
daysUntilEndDate: 183,
demandHeadcountOpen: 2,
explainability: {
demandHeadcountTotal: 4,
demandHeadcountFilled: 2,
demandHeadcountOpen: 2,
demandRequirementCount: 2,
plannedEndDate: "2026-09-30T00:00:00.000Z",
budgetUtilizationPercent: 73,
remainingBudgetCents: 88_000,
calendarContextCount: 1,
holidayAwareAssignmentCount: 2,
publicHolidayCostDeductionCents: 5_000,
absenceCostDeductionCents: 3_000,
},
},
],
});
});
});
packages/api/src/__tests__/dashboard-procedure-support.test.ts
+63
View File
@@ -257,6 +257,42 @@ describe("dashboard procedure support", () => {
watchlist: [],
month: "2026-03",
});
vi.mocked(getDashboardProjectHealth).mockResolvedValue([
{
id: "project_1",
projectName: "Apollo",
shortCode: "APO",
status: "ACTIVE",
clientId: "client_1",
clientName: "Acme",
budgetHealth: 62,
staffingHealth: 55,
timelineHealth: 48,
compositeScore: 54,
budgetUtilizationPercent: 81,
remainingBudgetCents: 45_000,
demandHeadcountTotal: 5,
demandHeadcountFilled: 3,
demandHeadcountOpen: 2,
demandRequirementCount: 2,
plannedEndDate: new Date("2026-07-31T00:00:00.000Z"),
daysUntilEndDate: 138,
timelineStatus: "DUE_SOON",
derivation: {
periodStart: "2026-03-01",
periodEnd: "2026-06-30",
calendarContextCount: 1,
holidayAwareAssignmentCount: 3,
fallbackAssignmentCount: 0,
baseSpentCents: 170_000,
adjustedSpentCents: 165_000,
publicHolidayDayEquivalent: 1,
publicHolidayCostDeductionCents: 5_000,
absenceDayEquivalent: 0.5,
absenceCostDeductionCents: 3_000,
},
},
]);
try {
const result = await getDashboardDetail(createContext(), { section: "all" });
@@ -354,6 +390,33 @@ describe("dashboard procedure support", () => {
},
},
],
projectHealth: [
{
project: "Apollo (APO)",
status: "ACTIVE",
overall: 54,
rating: "at_risk",
budget: 62,
staffing: 55,
timeline: 48,
timelineStatus: "DUE_SOON",
daysUntilEndDate: 138,
demandHeadcountOpen: 2,
explainability: {
demandHeadcountTotal: 5,
demandHeadcountFilled: 3,
demandHeadcountOpen: 2,
demandRequirementCount: 2,
plannedEndDate: "2026-07-31T00:00:00.000Z",
budgetUtilizationPercent: 81,
remainingBudgetCents: 45_000,
calendarContextCount: 1,
holidayAwareAssignmentCount: 3,
publicHolidayCostDeductionCents: 5_000,
absenceCostDeductionCents: 3_000,
},
},
],
});
expect(getDashboardChargeabilityOverview).toHaveBeenCalledWith(
packages/api/src/__tests__/dashboard-router.test.ts
+64
View File
@@ -870,6 +870,42 @@ describe("dashboard router", () => {
watchlist: [],
month: "2026-03",
});
vi.mocked(getDashboardProjectHealth).mockResolvedValue([
{
id: "project_1",
projectName: "Gelddruckmaschine",
shortCode: "GDM",
status: "ACTIVE",
clientId: "client_1",
clientName: "Acme",
budgetHealth: 58,
staffingHealth: 46,
timelineHealth: 61,
compositeScore: 55,
budgetUtilizationPercent: 73,
remainingBudgetCents: 88_000,
demandHeadcountTotal: 4,
demandHeadcountFilled: 2,
demandHeadcountOpen: 2,
demandRequirementCount: 2,
plannedEndDate: new Date("2026-09-30T00:00:00.000Z"),
daysUntilEndDate: 183,
timelineStatus: "DUE_SOON",
derivation: {
periodStart: "2026-01-01",
periodEnd: "2026-06-30",
calendarContextCount: 1,
holidayAwareAssignmentCount: 2,
fallbackAssignmentCount: 0,
baseSpentCents: 140_000,
adjustedSpentCents: 132_000,
publicHolidayDayEquivalent: 1,
publicHolidayCostDeductionCents: 5_000,
absenceDayEquivalent: 0.5,
absenceCostDeductionCents: 3_000,
},
},
]);
const caller = createControllerCaller({});
const result = await caller.getDetail({ section: "all" });
@@ -985,6 +1021,33 @@ describe("dashboard router", () => {
},
},
],
projectHealth: [
{
project: "Gelddruckmaschine (GDM)",
status: "ACTIVE",
overall: 55,
rating: "at_risk",
budget: 58,
staffing: 46,
timeline: 61,
timelineStatus: "DUE_SOON",
daysUntilEndDate: 183,
demandHeadcountOpen: 2,
explainability: {
demandHeadcountTotal: 4,
demandHeadcountFilled: 2,
demandHeadcountOpen: 2,
demandRequirementCount: 2,
plannedEndDate: "2026-09-30T00:00:00.000Z",
budgetUtilizationPercent: 73,
remainingBudgetCents: 88_000,
calendarContextCount: 1,
holidayAwareAssignmentCount: 2,
publicHolidayCostDeductionCents: 5_000,
absenceCostDeductionCents: 3_000,
},
},
],
});
expect(getDashboardPeakTimes).toHaveBeenCalledWith(
expect.anything(),
@@ -1003,6 +1066,7 @@ describe("dashboard router", () => {
watchlistThreshold: 15,
}),
);
expect(getDashboardProjectHealth).toHaveBeenCalledTimes(1);
});
});
});
packages/api/src/router/assistant-tools/dashboard-insights-reports.ts
+5 -2
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@@ -16,6 +16,7 @@ type ReportQueryResult = {
totalCount: number;
columns: unknown;
groups: unknown;
explainability?: unknown;
};
type DashboardInsightsReportsDeps = {
@@ -53,13 +54,13 @@ export const dashboardInsightsReportsToolDefinitions: ToolDef[] = withToolAccess
type: "function",
function: {
name: "get_dashboard_detail",
description: "Get detailed dashboard data: peak allocation times, top-value resources, demand pipeline, chargeability overview.",
description: "Get detailed dashboard data: peak allocation times, top-value resources, demand pipeline, chargeability overview, and project health risks.",
parameters: {
type: "object",
properties: {
section: {
type: "string",
description: "Which section: peak_times, top_resources, demand_pipeline, chargeability_overview, or all",
description: "Which section: peak_times, top_resources, demand_pipeline, chargeability_overview, project_health, or all",
},
},
},
@@ -174,6 +175,7 @@ export const dashboardInsightsReportsToolDefinitions: ToolDef[] = withToolAccess
},
get_budget_forecast: {
allowedSystemRoles: [SystemRole.ADMIN, SystemRole.MANAGER, SystemRole.CONTROLLER],
requiredPermissions: [PermissionKey.VIEW_COSTS],
},
get_insights_summary: {
allowedSystemRoles: [SystemRole.ADMIN, SystemRole.MANAGER, SystemRole.CONTROLLER],
@@ -255,6 +257,7 @@ export function createDashboardInsightsReportsExecutors(
totalCount: result.totalCount,
columns: result.columns,
groups: result.groups,
...(result.explainability ? { explainability: result.explainability } : {}),
};
},
};
packages/api/src/router/dashboard-procedure-support.ts
+39
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@@ -293,6 +293,12 @@ function mapChargeabilityByChapter(
));
}
function getProjectHealthRating(overall: number): "healthy" | "at_risk" | "critical" {
if (overall >= 80) return "healthy";
if (overall >= 50) return "at_risk";
return "critical";
}
export async function getDashboardOverviewRead(ctx: DashboardProcedureContext) {
return getOverviewCached(ctx.db);
}
@@ -438,6 +444,39 @@ export async function getDashboardDetail(ctx: DashboardProcedureContext, input:
);
}
if (section === "all" || section === "project_health") {
const projectHealth = await getDashboardProjectHealthRead(ctx);
result.projectHealth = [...projectHealth]
.sort((left, right) => left.compositeScore - right.compositeScore)
.slice(0, 10)
.map((project) => ({
project: `${project.projectName} (${project.shortCode})`,
status: project.status,
overall: project.compositeScore,
rating: getProjectHealthRating(project.compositeScore),
budget: project.budgetHealth,
staffing: project.staffingHealth,
timeline: project.timelineHealth,
timelineStatus: project.timelineStatus ?? "UNSCHEDULED",
daysUntilEndDate: project.daysUntilEndDate ?? null,
demandHeadcountOpen: project.demandHeadcountOpen ?? 0,
explainability: {
demandHeadcountTotal: project.demandHeadcountTotal ?? 0,
demandHeadcountFilled: project.demandHeadcountFilled ?? 0,
demandHeadcountOpen: project.demandHeadcountOpen ?? 0,
demandRequirementCount: project.demandRequirementCount ?? 0,
plannedEndDate: project.plannedEndDate?.toISOString() ?? null,
budgetUtilizationPercent: project.budgetUtilizationPercent ?? null,
remainingBudgetCents: project.remainingBudgetCents ?? null,
calendarContextCount: project.derivation?.calendarContextCount ?? 0,
holidayAwareAssignmentCount: project.derivation?.holidayAwareAssignmentCount ?? 0,
publicHolidayCostDeductionCents:
project.derivation?.publicHolidayCostDeductionCents ?? 0,
absenceCostDeductionCents: project.derivation?.absenceCostDeductionCents ?? 0,
},
}));
}
return result;
}